How to Refund Without a Credit Note

How to Refund Without a Credit Note

Refunding without issuing a credit note allows you to process returns or reimbursements directly. This method ensures accurate accounting records, especially in cases where a credit note is unnecessary or inefficient.

1. Click on Sales and select 'Sales Invoices'

2. Select a sales invoice

3. Click on Payment Received

4. Click on Add Payment

5. Enter the amount

6. Enter the payment method

7. Click on Save

8. You can see the total paid amount

9. Click on Add Payment again

10. Enter the amount as a negative value

11. Select the payment method

12. Click on Save

13. You can see the total amount paid has been reversed